Client Services Coordinator
Kate was born and raised in Tampa, Florida where she attended University of South Florida and oversaw their Technology Incubator program. She joined IWM in 2021 where she continues to bring fresh ideas and new methods to the table as our Client Services Coordinator. She has plans to obtain a variety of licenses in the coming years as she continues to expand her knowledge of the financial industry. Kate resides in the Westchase area with her two kids and spends her free time travelling and visiting family.